VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 329 shares; 2023Q4: 329 shares; 2024Q1: 329 shares; 2024Q2: 303 shares; 2024Q3: 303 shares 303 $44K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $44K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 39 shares; 2023Q2: not loaded; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: 114 shares; 2024Q3: 114 shares 114 $44K 0.01% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 28,191 shares; 2023Q2: not loaded; 2023Q3: 4,001 shares; 2023Q4: 3,020 shares; 2024Q1: 2,383 shares; 2024Q2: 2,385 shares; 2024Q3: 2,294 shares 2,294 $44K 0.01% -91 Timeline NVIDIA CORPORATION NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 52 shares; 2024Q3: 52 shares 52 $44K 0.01% 0 EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 226 shares; 2023Q2: not loaded; 2023Q3: 121 shares; 2023Q4: 172 shares; 2024Q1: 192 shares; 2024Q2: 751 shares; 2024Q3: 751 shares 751 $43K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 204 shares; 2023Q2: not loaded; 2023Q3: 165 shares; 2023Q4: 165 shares; 2024Q1: 629 shares; 2024Q2: 604 shares; 2024Q3: 605 shares 605 $43K 0.01% +1 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 323 shares; 2024Q3: 772 shares 772 $43K 0.01% +449 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,060 shares; 2023Q2: not loaded; 2023Q3: 1,074 shares; 2023Q4: 1,074 shares; 2024Q1: 1,088 shares; 2024Q2: 728 shares; 2024Q3: 735 shares 735 $43K 0.01% +7 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 660 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 660 shares; 2024Q1: 660 shares; 2024Q2: 2,176 shares; 2024Q3: 3,033 shares 3,033 $43K 0.01% +857 Timeline TESLA INC TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $43K 0.01% 0 MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 220 shares; 2023Q2: not loaded; 2023Q3: 220 shares; 2023Q4: 220 shares; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 204 shares 204 $42K 0.01% -16 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,005 shares; 2023Q2: not loaded; 2023Q3: 1,714 shares; 2023Q4: 894 shares; 2024Q1: 926 shares; 2024Q2: 428 shares; 2024Q3: 431 shares 431 $42K 0.01% +3 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 317 shares; 2023Q2: not loaded; 2023Q3: 319 shares; 2023Q4: 321 shares; 2024Q1: 322 shares; 2024Q2: 323 shares; 2024Q3: 325 shares 325 $42K 0.01% +2 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,223 shares; 2024Q3: 2,223 shares 2,223 $42K 0.01% 0 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,400 shares 1,400 $42K 0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: not loaded; 2023Q3: 174 shares; 2023Q4: 174 shares; 2024Q1: 174 shares; 2024Q2: 160 shares; 2024Q3: 160 shares 160 $41K 0.01% 0 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,860 shares 1,860 $41K 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 672 shares; 2023Q2: not loaded; 2023Q3: 648 shares; 2023Q4: 572 shares; 2024Q1: 573 shares; 2024Q2: 491 shares; 2024Q3: 375 shares 375 $40K 0.01% -116 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 434 shares; 2023Q2: not loaded; 2023Q3: 196 shares; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: 621 shares; 2024Q3: 621 shares 621 $40K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,088 shares; 2023Q2: not loaded; 2023Q3: 1,251 shares; 2023Q4: 1,024 shares; 2024Q1: 1,024 shares; 2024Q2: 1,024 shares; 2024Q3: 1,140 shares 1,140 $40K 0.01% +116 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 939 shares; 2023Q2: not loaded; 2023Q3: 939 shares; 2023Q4: 772 shares; 2024Q1: 773 shares; 2024Q2: 542 shares; 2024Q3: 344 shares 344 $40K 0.01% -198 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 650 shares; 2023Q2: not loaded; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 650 shares; 2024Q2: 900 shares; 2024Q3: 900 shares 900 $40K 0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,711 shares; 2023Q2: not loaded; 2023Q3: 3,220 shares; 2023Q4: 2,982 shares; 2024Q1: 2,271 shares; 2024Q2: 2,271 shares; 2024Q3: 2,271 shares 2,271 $40K 0.01% 0 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,111 shares; 2024Q3: 1,698 shares 1,698 $40K 0.01% -4,413 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 606 shares; 2023Q2: not loaded; 2023Q3: 1,424 shares; 2023Q4: 1,424 shares; 2024Q1: 1,424 shares; 2024Q2: 1,379 shares; 2024Q3: 802 shares 802 $40K 0.01% -577 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 465 shares; 2023Q2: not loaded; 2023Q3: 423 shares; 2023Q4: 423 shares; 2024Q1: 318 shares; 2024Q2: 419 shares; 2024Q3: 419 shares 419 $40K 0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 121 shares; 2024Q1: 118 shares; 2024Q2: 118 shares; 2024Q3: 118 shares 118 $40K 0.01% 0 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 542 shares; 2024Q3: 542 shares 542 $39K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 73 shares; 2023Q2: not loaded; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 73 shares; 2024Q3: 73 shares 73 $39K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 112 shares; 2023Q2: not loaded; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: 751 shares; 2024Q3: 751 shares 751 $39K 0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 929 shares; 2023Q4: 930 shares; 2024Q1: 930 shares; 2024Q2: 935 shares; 2024Q3: 935 shares 935 $39K 0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 33 shares; 2023Q2: not loaded; 2023Q3: 1,043 shares; 2023Q4: 417 shares; 2024Q1: 414 shares; 2024Q2: 415 shares; 2024Q3: 415 shares 415 $39K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 1,068 shares; 2024Q3: 1,068 shares 1,068 $39K 0.01% 0 Timeline RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,493 shares; 2023Q2: not loaded; 2023Q3: 1,532 shares; 2023Q4: 1,525 shares; 2024Q1: 1,540 shares; 2024Q2: 1,558 shares; 2024Q3: 1,567 shares 1,567 $39K 0.01% +9 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 673 shares; 2023Q4: 673 shares; 2024Q1: 673 shares; 2024Q2: 773 shares; 2024Q3: 773 shares 773 $39K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 198 shares; 2023Q2: not loaded; 2023Q3: 199 shares; 2023Q4: 199 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 213 shares 213 $38K 0.01% +13 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,339 shares; 2023Q2: not loaded; 2023Q3: 730 shares; 2023Q4: 548 shares; 2024Q1: 548 shares; 2024Q2: 488 shares; 2024Q3: 488 shares 488 $38K 0.01% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,864 shares; 2023Q2: not loaded; 2023Q3: 3,960 shares; 2023Q4: 2,675 shares; 2024Q1: 2,675 shares; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares 2,200 $38K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,542 shares; 2023Q2: not loaded; 2023Q3: 586 shares; 2023Q4: 445 shares; 2024Q1: 445 shares; 2024Q2: 484 shares; 2024Q3: 484 shares 484 $38K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,204 shares; 2023Q2: not loaded; 2023Q3: 1,045 shares; 2023Q4: 743 shares; 2024Q1: 753 shares; 2024Q2: 653 shares; 2024Q3: 661 shares 661 $38K 0.01% +8 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 425 shares; 2024Q2: 425 shares; 2024Q3: 426 shares 426 $38K 0.01% +1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: not loaded; 2023Q3: 595 shares; 2023Q4: 449 shares; 2024Q1: 402 shares; 2024Q2: 426 shares; 2024Q3: 426 shares 426 $37K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 698 shares; 2023Q2: not loaded; 2023Q3: 806 shares; 2023Q4: 610 shares; 2024Q1: 618 shares; 2024Q2: 552 shares; 2024Q3: 552 shares 552 $37K 0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: not loaded; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares 2,500 $37K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 369 shares; 2023Q2: not loaded; 2023Q3: 379 shares; 2023Q4: 381 shares; 2024Q1: 433 shares; 2024Q2: 389 shares; 2024Q3: 399 shares 399 $37K 0.01% +10 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 175 shares; 2024Q3: 242 shares 242 $37K 0.01% +67 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,334 shares; 2023Q2: not loaded; 2023Q3: 740 shares; 2023Q4: 718 shares; 2024Q1: 737 shares; 2024Q2: 688 shares; 2024Q3: 688 shares 688 $36K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 889 shares; 2023Q2: not loaded; 2023Q3: 931 shares; 2023Q4: 881 shares; 2024Q1: 876 shares; 2024Q2: 877 shares; 2024Q3: 877 shares 877 $36K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 504 shares; 2023Q2: not loaded; 2023Q3: 328 shares; 2023Q4: 330 shares; 2024Q1: 234 shares; 2024Q2: 234 shares; 2024Q3: 223 shares 223 $36K 0.01% -11 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 53 shares; 2023Q2: not loaded; 2023Q3: 53 shares; 2023Q4: 67 shares; 2024Q1: 109 shares; 2024Q2: 174 shares; 2024Q3: 121 shares 121 $36K 0.01% -53 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 365 shares; 2024Q1: 327 shares; 2024Q2: 327 shares; 2024Q3: 327 shares 327 $36K 0.01% 0 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 838 shares 838 $36K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 521 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 425 shares; 2024Q3: 425 shares 425 $35K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 446 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 446 shares; 2024Q3: 535 shares 535 $35K 0.01% +89 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 456 shares 456 $35K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 994 shares; 2023Q2: not loaded; 2023Q3: 787 shares; 2023Q4: 427 shares; 2024Q1: 427 shares; 2024Q2: 427 shares; 2024Q3: 324 shares 324 $35K 0.01% -103 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,154 shares; 2023Q2: not loaded; 2023Q3: 654 shares; 2023Q4: 487 shares; 2024Q1: 487 shares; 2024Q2: 488 shares; 2024Q3: 692 shares 692 $35K 0.01% +204 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 704 shares; 2023Q2: not loaded; 2023Q3: 704 shares; 2023Q4: 704 shares; 2024Q1: 704 shares; 2024Q2: 704 shares; 2024Q3: 704 shares 704 $35K 0.01% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,538 shares; 2023Q2: not loaded; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $35K 0.01% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,275 shares; 2024Q3: 1,390 shares 1,390 $35K 0.01% +115 Timeline IG PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,645 shares 1,645 $35K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: not loaded; 2023Q3: 1,132 shares; 2023Q4: 1,256 shares; 2024Q1: 125 shares; 2024Q2: 102 shares; 2024Q3: 93 shares 93 $34K 0.01% -9 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,241 shares; 2023Q2: not loaded; 2023Q3: 3,255 shares; 2023Q4: 3,255 shares; 2024Q1: 3,255 shares; 2024Q2: 3,251 shares; 2024Q3: 3,051 shares 3,051 $34K 0.01% -200 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,209 shares; 2023Q2: not loaded; 2023Q3: 1,201 shares; 2023Q4: 954 shares; 2024Q1: 954 shares; 2024Q2: 788 shares; 2024Q3: 762 shares 762 $34K 0.01% -26 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,581 shares; 2023Q2: not loaded; 2023Q3: 1,444 shares; 2023Q4: 1,444 shares; 2024Q1: 1,444 shares; 2024Q2: 1,444 shares; 2024Q3: 680 shares 680 $33K 0.01% -764 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 141 shares; 2024Q3: 141 shares 141 $33K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: not loaded; 2023Q3: 3,234 shares; 2023Q4: 3,654 shares; 2024Q1: 647 shares; 2024Q2: 688 shares; 2024Q3: 501 shares 501 $33K 0.01% -187 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 135 shares; 2023Q2: not loaded; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares 135 $33K 0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,396 shares; 2023Q2: not loaded; 2023Q3: 9,721 shares; 2023Q4: 1,731 shares; 2024Q1: 682 shares; 2024Q2: 573 shares; 2024Q3: 573 shares 573 $33K 0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 151 shares; 2023Q2: not loaded; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 298 shares; 2024Q2: 298 shares; 2024Q3: 298 shares 298 $33K 0.01% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,453 shares; 2023Q2: not loaded; 2023Q3: 2,314 shares; 2023Q4: 1,832 shares; 2024Q1: 1,615 shares; 2024Q2: 1,618 shares; 2024Q3: 1,191 shares 1,191 $33K 0.01% -427 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,526 shares; 2023Q4: 1,551 shares; 2024Q1: 1,456 shares; 2024Q2: 1,456 shares; 2024Q3: 1,456 shares 1,456 $33K 0.01% 0 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 636 shares; 2024Q3: 1,457 shares 1,457 $33K 0.01% +821 KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,426 shares; 2023Q2: not loaded; 2023Q3: 1,426 shares; 2023Q4: 1,325 shares; 2024Q1: 1,382 shares; 2024Q2: 1,382 shares; 2024Q3: 204 shares 204 $32K 0.01% -1,178 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,207 shares; 2023Q2: not loaded; 2023Q3: 528 shares; 2023Q4: 528 shares; 2024Q1: 528 shares; 2024Q2: 528 shares; 2024Q3: 528 shares 528 $32K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,071 shares; 2023Q2: not loaded; 2023Q3: 580 shares; 2023Q4: 548 shares; 2024Q1: 592 shares; 2024Q2: 595 shares; 2024Q3: 598 shares 598 $32K 0.01% +3 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 909 shares; 2023Q2: not loaded; 2023Q3: 833 shares; 2023Q4: 834 shares; 2024Q1: 834 shares; 2024Q2: 834 shares; 2024Q3: 835 shares 835 $32K 0.01% +1 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 3 shares; 2024Q1: 11 shares; 2024Q2: 13 shares; 2024Q3: 85 shares 85 $32K 0.01% +72 COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 12 shares; 2023Q4: 211 shares; 2024Q1: 211 shares; 2024Q2: 211 shares; 2024Q3: 211 shares 211 $31K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: not loaded; 2023Q3: 74 shares; 2023Q4: 74 shares; 2024Q1: 74 shares; 2024Q2: 683 shares; 2024Q3: 683 shares 683 $31K 0.01% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 268 shares; 2023Q4: 161 shares; 2024Q1: 395 shares; 2024Q2: 349 shares; 2024Q3: 292 shares 292 $31K 0.01% -57 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 161 shares; 2023Q2: not loaded; 2023Q3: 161 shares; 2023Q4: 220 shares; 2024Q1: 220 shares; 2024Q2: 217 shares; 2024Q3: 210 shares 210 $31K 0.01% -7 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 169 shares; 2023Q2: not loaded; 2023Q3: 169 shares; 2023Q4: 169 shares; 2024Q1: 168 shares; 2024Q2: 170 shares; 2024Q3: 171 shares 171 $31K 0.01% +1 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 164 shares; 2023Q4: 164 shares; 2024Q1: 157 shares; 2024Q2: 191 shares; 2024Q3: 192 shares 192 $31K 0.01% +1 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $31K 0.01% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 182 shares; 2024Q2: 162 shares; 2024Q3: 257 shares 257 $31K 0.01% +95 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,567 shares 1,567 $31K 0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,200 shares; 2023Q2: not loaded; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares 1,200 $31K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 494 shares; 2023Q2: not loaded; 2023Q3: 347 shares; 2023Q4: 347 shares; 2024Q1: 397 shares; 2024Q2: 395 shares; 2024Q3: 395 shares 395 $30K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,155 shares; 2023Q2: not loaded; 2023Q3: 614 shares; 2023Q4: 552 shares; 2024Q1: 555 shares; 2024Q2: 561 shares; 2024Q3: 572 shares 572 $30K 0.01% +11 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 495 shares; 2023Q2: not loaded; 2023Q3: 395 shares; 2023Q4: 84 shares; 2024Q1: 126 shares; 2024Q2: 538 shares; 2024Q3: 523 shares 523 $30K 0.01% -15 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 304 shares; 2024Q3: 2,412 shares 2,412 $30K 0.01% +2,108 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,500 shares; 2023Q2: not loaded; 2023Q3: 7,600 shares; 2023Q4: 7,200 shares; 2024Q1: 7,200 shares; 2024Q2: 7,200 shares; 2024Q3: 7,300 shares 7,300 $30K 0.01% +100 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,942 shares; 2023Q2: not loaded; 2023Q3: 3,575 shares; 2023Q4: 3,318 shares; 2024Q1: 1,412 shares; 2024Q2: 1,384 shares; 2024Q3: 239 shares 239 $30K 0.01% -1,145 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 377 shares; 2024Q3: 3,677 shares 3,677 $30K 0.01% +3,300 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 848 shares; 2023Q2: not loaded; 2023Q3: 603 shares; 2023Q4: 225 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 397 shares 397 $29K 0.01% +272 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: not reported; 2024Q3: 114 shares 114 $29K 0.01% new Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 647 shares; 2023Q2: not loaded; 2023Q3: 1,030 shares; 2023Q4: 1,030 shares; 2024Q1: 1,030 shares; 2024Q2: 1,030 shares; 2024Q3: 1,030 shares 1,030 $29K 0.01% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 375 shares 375 $29K 0.01% 0 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 482 shares; 2024Q2: 530 shares; 2024Q3: 413 shares 413 $29K 0.01% -117 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 524 shares; 2023Q2: not loaded; 2023Q3: 449 shares; 2023Q4: 449 shares; 2024Q1: 449 shares; 2024Q2: 509 shares; 2024Q3: 449 shares 449 $29K 0.01% -60 ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,128 shares; 2023Q2: not loaded; 2023Q3: 5,128 shares; 2023Q4: 2,127 shares; 2024Q1: 2,127 shares; 2024Q2: 2,127 shares; 2024Q3: 2,127 shares 2,127 $29K 0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $29K 0.01% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 532 shares; 2024Q3: 532 shares 532 $29K 0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 483 shares; 2023Q2: not loaded; 2023Q3: 490 shares; 2023Q4: 497 shares; 2024Q1: 497 shares; 2024Q2: 504 shares; 2024Q3: 504 shares 504 $28K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares 14 $28K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 66 shares; 2023Q2: not loaded; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $28K 0.01% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 404 shares; 2023Q2: not loaded; 2023Q3: 404 shares; 2023Q4: 404 shares; 2024Q1: 404 shares; 2024Q2: 404 shares; 2024Q3: 404 shares 404 $28K 0.01% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 1,435 shares; 2024Q1: 484 shares; 2024Q2: 558 shares; 2024Q3: 533 shares 533 $28K 0.01% -25 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 342 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $28K 0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,716 shares; 2023Q2: not loaded; 2023Q3: 1,554 shares; 2023Q4: 1,595 shares; 2024Q1: 1,607 shares; 2024Q2: 586 shares; 2024Q3: 592 shares 592 $28K 0.01% +6 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 232 shares; 2023Q2: not loaded; 2023Q3: 232 shares; 2023Q4: 232 shares; 2024Q1: 232 shares; 2024Q2: 232 shares; 2024Q3: 232 shares 232 $27K 0.01% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: not loaded; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares 900 $27K 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 123 shares; 2024Q3: 123 shares 123 $27K 0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 759 shares; 2023Q2: not loaded; 2023Q3: 676 shares; 2023Q4: 676 shares; 2024Q1: 676 shares; 2024Q2: 676 shares; 2024Q3: 676 shares 676 $27K 0.01% 0 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,843 shares; 2023Q2: not loaded; 2023Q3: 805 shares; 2023Q4: 339 shares; 2024Q1: 313 shares; 2024Q2: 309 shares; 2024Q3: 310 shares 310 $27K 0.01% +1 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,080 shares; 2023Q2: not loaded; 2023Q3: 1,080 shares; 2023Q4: 1,080 shares; 2024Q1: 1,080 shares; 2024Q2: 1,080 shares; 2024Q3: 1,080 shares 1,080 $27K 0.01% 0 Timeline PFX PHENIXFIN CORP More: the full row for PHENIXFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 583 shares; 2024Q3: 583 shares 583 $27K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 133 shares; 2023Q2: not loaded; 2023Q3: 209 shares; 2023Q4: 397 shares; 2024Q1: 384 shares; 2024Q2: 335 shares; 2024Q3: 155 shares 155 $26K 0.01% -180 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,203 shares; 2023Q2: not loaded; 2023Q3: 2,168 shares; 2023Q4: 2,225 shares; 2024Q1: 2,276 shares; 2024Q2: 2,327 shares; 2024Q3: 2,377 shares 2,377 $26K 0.01% +50 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 370 shares; 2024Q3: 2,770 shares 2,770 $26K 0.01% +2,400 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 958 shares; 2023Q2: not loaded; 2023Q3: 858 shares; 2023Q4: 758 shares; 2024Q1: 758 shares; 2024Q2: 865 shares; 2024Q3: 867 shares 867 $26K 0.01% +2 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 835 shares; 2023Q2: not loaded; 2023Q3: 835 shares; 2023Q4: 835 shares; 2024Q1: 835 shares; 2024Q2: 1,056 shares; 2024Q3: 1,306 shares 1,306 $26K 0.01% +250 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 303 shares; 2023Q2: not loaded; 2023Q3: 291 shares; 2023Q4: 247 shares; 2024Q1: 248 shares; 2024Q2: 248 shares; 2024Q3: 250 shares 250 $26K 0.01% +2 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 513 shares; 2024Q1: 513 shares; 2024Q2: 513 shares; 2024Q3: 513 shares 513 $26K 0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,220 shares; 2023Q2: not loaded; 2023Q3: 1,220 shares; 2023Q4: 1,220 shares; 2024Q1: 1,220 shares; 2024Q2: 1,220 shares; 2024Q3: 1,220 shares 1,220 $26K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 103 shares; 2023Q2: not loaded; 2023Q3: 123 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 56 shares; 2024Q3: 49 shares 49 $25K 0.01% -7 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 69 shares; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $25K 0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 347 shares; 2023Q2: not loaded; 2023Q3: 349 shares; 2023Q4: 355 shares; 2024Q1: 357 shares; 2024Q2: 277 shares; 2024Q3: 279 shares 279 $25K 0.01% +2 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 801 shares; 2023Q2: not loaded; 2023Q3: 346 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares 44 $25K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,556 shares; 2023Q2: not loaded; 2023Q3: 1,426 shares; 2023Q4: 1,881 shares; 2024Q1: 2,481 shares; 2024Q2: 3,781 shares; 2024Q3: 2,256 shares 2,256 $25K 0.01% -1,525 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 37 shares; 2023Q2: not loaded; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 12 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $25K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: not loaded; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: 83 shares; 2024Q3: 166 shares 166 $25K 0.01% +83 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 725 shares; 2023Q2: not loaded; 2023Q3: 148 shares; 2023Q4: 148 shares; 2024Q1: 151 shares; 2024Q2: 201 shares; 2024Q3: 213 shares 213 $25K 0.01% +12 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,256 shares; 2023Q2: not loaded; 2023Q3: 8,299 shares; 2023Q4: 11,160 shares; 2024Q1: 11,655 shares; 2024Q2: 11,098 shares; 2024Q3: 4,353 shares 4,353 $25K 0.01% -6,745 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,276 shares; 2023Q2: not loaded; 2023Q3: 1,276 shares; 2023Q4: 1,276 shares; 2024Q1: 1,276 shares; 2024Q2: 1,276 shares; 2024Q3: 1,276 shares 1,276 $25K 0.01% 0 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 31 shares; 2023Q2: not loaded; 2023Q3: 1,608 shares; 2023Q4: 1,608 shares; 2024Q1: 1,608 shares; 2024Q2: 1,608 shares; 2024Q3: 1,608 shares 1,608 $25K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,611 shares; 2023Q2: not loaded; 2023Q3: 650 shares; 2023Q4: 532 shares; 2024Q1: 532 shares; 2024Q2: 532 shares; 2024Q3: 532 shares 532 $25K 0.01% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 875 shares; 2023Q2: not loaded; 2023Q3: 675 shares; 2023Q4: 675 shares; 2024Q1: 675 shares; 2024Q2: 675 shares; 2024Q3: 675 shares 675 $25K 0.01% 0 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 512 shares; 2024Q1: 512 shares; 2024Q2: 512 shares; 2024Q3: 512 shares 512 $25K 0.01% 0 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,944 shares; 2023Q2: not loaded; 2023Q3: 3,322 shares; 2023Q4: 3,007 shares; 2024Q1: 1,208 shares; 2024Q2: 1,179 shares; 2024Q3: 887 shares 887 $25K 0.01% -292 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 820 shares; 2023Q2: not loaded; 2023Q3: 755 shares; 2023Q4: 755 shares; 2024Q1: 755 shares; 2024Q2: 755 shares; 2024Q3: 229 shares 229 $24K 0.01% -526 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 160 shares; 2024Q3: 185 shares 185 $24K 0.01% +25 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: not loaded; 2023Q3: 127 shares; 2023Q4: 127 shares; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 120 shares 120 $24K 0.01% 0 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 374 shares 374 $24K 0.01% new Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 741 shares; 2023Q2: not loaded; 2023Q3: 741 shares; 2023Q4: 741 shares; 2024Q1: 741 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $24K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 150 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $24K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 437 shares; 2023Q2: not loaded; 2023Q3: 439 shares; 2023Q4: 440 shares; 2024Q1: 695 shares; 2024Q2: 701 shares; 2024Q3: 709 shares 709 $24K 0.01% +8 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,000 shares; 2023Q2: not loaded; 2023Q3: 9,800 shares; 2023Q4: 9,800 shares; 2024Q1: 9,800 shares; 2024Q2: 9,800 shares; 2024Q3: 9,800 shares 9,800 $24K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 488 shares; 2023Q2: not loaded; 2023Q3: 488 shares; 2023Q4: 488 shares; 2024Q1: 488 shares; 2024Q2: 488 shares; 2024Q3: 488 shares 488 $24K 0.01% 0 Timeline TGS TRANSPORTADORA DE GAS DEL SU More: the full row for TRANSPORTADORA DE GAS DEL SU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,317 shares; 2024Q3: 1,317 shares 1,317 $24K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,396 shares; 2023Q2: not loaded; 2023Q3: 1,396 shares; 2023Q4: 1,396 shares; 2024Q1: 1,374 shares; 2024Q2: 518 shares; 2024Q3: 318 shares 318 $24K 0.01% -200 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 180 shares; 2023Q2: not loaded; 2023Q3: 467 shares; 2023Q4: 447 shares; 2024Q1: 597 shares; 2024Q2: 597 shares; 2024Q3: 597 shares 597 $24K 0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,806 shares; 2023Q2: not loaded; 2023Q3: 1,953 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,004 shares 1,004 $24K 0.01% new Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 410 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,849 shares 1,849 $24K 0.01% new Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: not loaded; 2023Q3: 251 shares; 2023Q4: 252 shares; 2024Q1: 252 shares; 2024Q2: 253 shares; 2024Q3: 254 shares 254 $24K 0.01% +1 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: not loaded; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 71 shares; 2024Q3: 71 shares 71 $23K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,589 shares; 2023Q2: not loaded; 2023Q3: 2,872 shares; 2023Q4: 2,727 shares; 2024Q1: 274 shares; 2024Q2: 305 shares; 2024Q3: 262 shares 262 $23K 0.01% -43 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 711 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 660 shares; 2024Q1: 661 shares; 2024Q2: 661 shares; 2024Q3: 661 shares 661 $23K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 185 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 185 shares; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares 115 $23K 0.01% 0 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 292 shares; 2023Q2: not loaded; 2023Q3: 332 shares; 2023Q4: 336 shares; 2024Q1: 338 shares; 2024Q2: 345 shares; 2024Q3: 348 shares 348 $23K 0.01% +3 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 879 shares; 2023Q2: not loaded; 2023Q3: 917 shares; 2023Q4: 938 shares; 2024Q1: 957 shares; 2024Q2: 977 shares; 2024Q3: 994 shares 994 $23K 0.01% +17 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,011 shares; 2023Q2: not loaded; 2023Q3: 2,010 shares; 2023Q4: 2,008 shares; 2024Q1: 2,008 shares; 2024Q2: 2,008 shares; 2024Q3: 888 shares 888 $23K 0.01% -1,120 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 466 shares 466 $23K 0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 134 shares; 2024Q2: 134 shares; 2024Q3: 134 shares 134 $22K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 384 shares; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 400 shares; 2024Q2: 445 shares; 2024Q3: 445 shares 445 $22K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 114 shares; 2023Q2: not loaded; 2023Q3: 114 shares; 2023Q4: 141 shares; 2024Q1: 127 shares; 2024Q2: 127 shares; 2024Q3: 127 shares 127 $22K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,386 shares; 2023Q2: not loaded; 2023Q3: 3,174 shares; 2023Q4: 3,174 shares; 2024Q1: 3,174 shares; 2024Q2: 3,174 shares; 2024Q3: 3,174 shares 3,174 $22K 0.01% 0 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 700 shares; 2023Q2: not loaded; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $22K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 147 shares; 2023Q2: not loaded; 2023Q3: 110 shares; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: 111 shares; 2024Q3: 612 shares 612 $21K 0.01% +501 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: not loaded; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 86 shares 86 $21K 0.01% +10 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 198 shares; 2023Q4: 188 shares; 2024Q1: 255 shares; 2024Q2: 255 shares; 2024Q3: 255 shares 255 $21K 0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 8,678 shares; 2023Q4: 802 shares; 2024Q1: 838 shares; 2024Q2: 779 shares; 2024Q3: 751 shares 751 $21K 0.01% -28 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,122 shares; 2023Q2: not loaded; 2023Q3: 947 shares; 2023Q4: 846 shares; 2024Q1: 409 shares; 2024Q2: 393 shares; 2024Q3: 398 shares 398 $21K 0.01% +5 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: not loaded; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares 3,500 $21K 0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 281 shares; 2024Q3: 281 shares 281 $21K 0.01% 0 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,841 shares; 2023Q2: not loaded; 2023Q3: 1,841 shares; 2023Q4: 1,841 shares; 2024Q1: 1,841 shares; 2024Q2: 1,841 shares; 2024Q3: 1,841 shares 1,841 $21K 0.01% 0 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: 850 shares; 2024Q3: 850 shares 850 $21K 0.01% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 276 shares 276 $21K 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 72 shares; 2023Q2: not loaded; 2023Q3: 99 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 107 shares; 2024Q3: 103 shares 103 $20K 0.01% -4 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: not loaded; 2023Q3: 34 shares; 2023Q4: 17 shares; 2024Q1: 12 shares; 2024Q2: 49 shares; 2024Q3: 44 shares 44 $20K 0.01% -5 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 53 shares; 2023Q2: not loaded; 2023Q3: 97 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 62 shares 62 $20K 0.01% -14 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: not loaded; 2023Q3: 52 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 84 shares; 2024Q3: 80 shares 80 $20K 0.01% -4 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 266 shares; 2023Q4: 241 shares; 2024Q1: 241 shares; 2024Q2: 241 shares; 2024Q3: 241 shares 241 $20K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 497 shares; 2023Q2: not loaded; 2023Q3: 340 shares; 2023Q4: 367 shares; 2024Q1: 368 shares; 2024Q2: 266 shares; 2024Q3: 83 shares 83 $19K 0.01% -183 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 90 shares; 2024Q3: 265 shares 265 $19K 0.01% +175 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,473 shares; 2023Q2: not loaded; 2023Q3: 2,537 shares; 2023Q4: 1,833 shares; 2024Q1: 1,913 shares; 2024Q2: 1,034 shares; 2024Q3: 324 shares 324 $19K 0.01% -710 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 321 shares; 2023Q2: not loaded; 2023Q3: 321 shares; 2023Q4: 242 shares; 2024Q1: 242 shares; 2024Q2: 242 shares; 2024Q3: 167 shares 167 $19K 0.01% -75 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 700 shares; 2024Q3: 700 shares 700 $19K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 684 shares; 2023Q2: not loaded; 2023Q3: 245 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 244 shares; 2024Q3: 244 shares 244 $19K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 131 shares; 2023Q2: not loaded; 2023Q3: 131 shares; 2023Q4: 131 shares; 2024Q1: 198 shares; 2024Q2: 198 shares; 2024Q3: 198 shares 198 $19K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 112 shares; 2023Q2: not loaded; 2023Q3: 112 shares; 2023Q4: 100 shares; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 260 shares 260 $19K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 304 shares; 2023Q2: not loaded; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: 161 shares; 2024Q3: 161 shares 161 $19K 0.01% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $19K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,021 shares; 2023Q2: not loaded; 2023Q3: 1,153 shares; 2023Q4: 3,448 shares; 2024Q1: 2,391 shares; 2024Q2: 2,386 shares; 2024Q3: 2,386 shares 2,386 $19K 0.01% 0 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,715 shares; 2023Q2: not loaded; 2023Q3: 4,572 shares; 2023Q4: 4,050 shares; 2024Q1: 1,296 shares; 2024Q2: 1,257 shares; 2024Q3: 1,014 shares 1,014 $19K 0.01% -243 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 654 shares; 2023Q2: not loaded; 2023Q3: 26,804 shares; 2023Q4: 29,973 shares; 2024Q1: 2,109 shares; 2024Q2: 1,744 shares; 2024Q3: 1,744 shares 1,744 $19K 0.01% 0 ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 105 shares; 2023Q2: not loaded; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 152 shares; 2024Q3: 152 shares 152 $19K 0.01% 0 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,147 shares; 2023Q2: not loaded; 2023Q3: 930 shares; 2023Q4: 625 shares; 2024Q1: 338 shares; 2024Q2: 339 shares; 2024Q3: 286 shares 286 $19K 0.01% -53 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $19K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 417 shares; 2023Q2: not loaded; 2023Q3: 274 shares; 2023Q4: 274 shares; 2024Q1: 274 shares; 2024Q2: 602 shares; 2024Q3: 602 shares 602 $19K 0.01% 0 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 376 shares; 2023Q2: not loaded; 2023Q3: 378 shares; 2023Q4: 378 shares; 2024Q1: 378 shares; 2024Q2: 379 shares; 2024Q3: 380 shares 380 $19K 0.01% +1 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 458 shares; 2024Q1: 458 shares; 2024Q2: 458 shares; 2024Q3: 458 shares 458 $19K 0.01% 0 Timeline DALI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,283 shares; 2023Q2: not loaded; 2023Q3: 3,622 shares; 2023Q4: 3,627 shares; 2024Q1: 972 shares; 2024Q2: 763 shares; 2024Q3: 763 shares 763 $19K 0.01% 0 Timeline SZNE PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 660 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 510 shares; 2024Q1: 510 shares; 2024Q2: 510 shares; 2024Q3: 510 shares 510 $19K 0.01% 0 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 625 shares; 2024Q3: 625 shares 625 $19K 0.01% 0 SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,962 shares; 2023Q2: not loaded; 2023Q3: 2,157 shares; 2023Q4: 526 shares; 2024Q1: 334 shares; 2024Q2: 338 shares; 2024Q3: 341 shares 341 $18K 0.01% +3 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 150 shares; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 925 shares; 2024Q3: 750 shares 750 $18K 0.01% -175 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $18K 0.01% 0 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 480 shares; 2024Q3: 480 shares 480 $18K 0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,459 shares; 2023Q2: not loaded; 2023Q3: 2,577 shares; 2023Q4: 2,577 shares; 2024Q1: 2,732 shares; 2024Q2: 1,532 shares; 2024Q3: 916 shares 916 $18K 0.01% -616 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 100 shares 100 $18K 0.01% -175 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 309 shares; 2023Q2: not loaded; 2023Q3: 309 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 152 shares; 2024Q3: 152 shares 152 $18K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: not loaded; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 81 shares 81 $18K 0.01% +5 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 313 shares; 2023Q2: not loaded; 2023Q3: 481 shares; 2023Q4: 552 shares; 2024Q1: 539 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $18K 0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 282 shares; 2023Q2: not loaded; 2023Q3: 282 shares; 2023Q4: 282 shares; 2024Q1: 282 shares; 2024Q2: 282 shares; 2024Q3: 282 shares 282 $18K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 651 shares; 2023Q2: not loaded; 2023Q3: 596 shares; 2023Q4: 237 shares; 2024Q1: 237 shares; 2024Q2: 237 shares; 2024Q3: 135 shares 135 $18K 0.01% -102 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,075 shares; 2023Q2: not loaded; 2023Q3: 975 shares; 2023Q4: 975 shares; 2024Q1: 475 shares; 2024Q2: 470 shares; 2024Q3: 470 shares 470 $18K 0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,361 shares; 2023Q2: not loaded; 2023Q3: 1,361 shares; 2023Q4: 1,361 shares; 2024Q1: 1,361 shares; 2024Q2: 1,361 shares; 2024Q3: 1,361 shares 1,361 $18K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,476 shares; 2023Q2: not loaded; 2023Q3: 1,476 shares; 2023Q4: 2,351 shares; 2024Q1: 2,351 shares; 2024Q2: 2,351 shares; 2024Q3: 900 shares 900 $18K 0.01% -1,451 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,200 shares; 2023Q2: not loaded; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares 1,200 $18K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $18K 0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 561 shares; 2023Q2: not loaded; 2023Q3: 389 shares; 2023Q4: 389 shares; 2024Q1: 389 shares; 2024Q2: 389 shares; 2024Q3: 212 shares 212 $18K 0.01% -177 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,070 shares; 2023Q2: not loaded; 2023Q3: 1,122 shares; 2023Q4: 1,122 shares; 2024Q1: 1,180 shares; 2024Q2: 1,221 shares; 2024Q3: 1,259 shares 1,259 $18K 0.01% +38 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 750 shares; 2023Q2: not loaded; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares 750 $18K 0.01% 0 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: not loaded; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 144 shares; 2024Q3: 184 shares 184 $18K 0.01% +40 Timeline TMFM RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 624 shares; 2023Q2: not loaded; 2023Q3: 624 shares; 2023Q4: 624 shares; 2024Q1: 624 shares; 2024Q2: 624 shares; 2024Q3: 624 shares 624 $18K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 10 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 28 shares 28 $17K <0.01% +6 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 63 shares; 2024Q3: 63 shares 63 $17K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 78 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 112 shares 112 $17K <0.01% +42 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 288 shares 288 $17K <0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 287 shares; 2023Q2: not loaded; 2023Q3: 287 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 98 shares; 2024Q3: 98 shares 98 $17K <0.01% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 528 shares; 2024Q3: 531 shares 531 $17K <0.01% +3 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 214 shares; 2023Q2: not loaded; 2023Q3: 218 shares; 2023Q4: 151 shares; 2024Q1: 151 shares; 2024Q2: 201 shares; 2024Q3: 201 shares 201 $16K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,522 shares; 2023Q2: not loaded; 2023Q3: 1,923 shares; 2023Q4: 1,951 shares; 2024Q1: 2,147 shares; 2024Q2: 2,122 shares; 2024Q3: 1,947 shares 1,947 $16K <0.01% -175 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: not loaded; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 80 shares 80 $16K <0.01% +60 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 415 shares; 2023Q2: not loaded; 2023Q3: 415 shares; 2023Q4: 415 shares; 2024Q1: 415 shares; 2024Q2: 415 shares; 2024Q3: 415 shares 415 $16K <0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $16K <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 173 shares 173 $16K <0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: not loaded; 2023Q3: 1,500 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares 700 $16K <0.01% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 290 shares; 2024Q2: 290 shares; 2024Q3: 290 shares 290 $16K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 221 shares; 2023Q4: 221 shares; 2024Q1: 221 shares; 2024Q2: 221 shares; 2024Q3: 221 shares 221 $15K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 766 shares; 2023Q2: not loaded; 2023Q3: 469 shares; 2023Q4: 469 shares; 2024Q1: 233 shares; 2024Q2: 235 shares; 2024Q3: 235 shares 235 $15K <0.01% 0 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 331 shares; 2023Q2: not loaded; 2023Q3: 461 shares; 2023Q4: 461 shares; 2024Q1: 347 shares; 2024Q2: 315 shares; 2024Q3: 39 shares 39 $15K <0.01% -276 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: not loaded; 2023Q3: 30 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 49 shares 49 $15K <0.01% -1 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 446 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 446 shares; 2024Q3: 446 shares 446 $15K <0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 305 shares 305 $15K <0.01% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $15K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 223 shares; 2024Q2: 223 shares; 2024Q3: 223 shares 223 $15K <0.01% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 184 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 187 shares; 2024Q1: 188 shares; 2024Q2: 188 shares; 2024Q3: 189 shares 189 $15K <0.01% +1 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 474 shares; 2024Q3: 474 shares 474 $15K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 124 shares; 2023Q2: not loaded; 2023Q3: 420 shares; 2023Q4: 420 shares; 2024Q1: 541 shares; 2024Q2: 541 shares; 2024Q3: 541 shares 541 $15K <0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,300 shares; 2024Q3: 3,300 shares 3,300 $15K <0.01% +1,000 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 642 shares; 2023Q2: not loaded; 2023Q3: 193 shares; 2023Q4: 164 shares; 2024Q1: 164 shares; 2024Q2: 204 shares; 2024Q3: 164 shares 164 $15K <0.01% -40 Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,229 shares; 2024Q2: 1,268 shares; 2024Q3: 1,307 shares 1,307 $15K <0.01% +39 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 194 shares; 2023Q2: not loaded; 2023Q3: 194 shares; 2023Q4: 194 shares; 2024Q1: 194 shares; 2024Q2: 194 shares; 2024Q3: 194 shares 194 $15K <0.01% 0 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 226 shares; 2023Q4: 226 shares; 2024Q1: 226 shares; 2024Q2: 226 shares; 2024Q3: 226 shares 226 $15K <0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 167 shares; 2023Q2: not loaded; 2023Q3: 167 shares; 2023Q4: 167 shares; 2024Q1: 167 shares; 2024Q2: 167 shares; 2024Q3: 167 shares 167 $15K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 298 shares; 2023Q2: not loaded; 2023Q3: 307 shares; 2023Q4: 307 shares; 2024Q1: 307 shares; 2024Q2: 307 shares; 2024Q3: 307 shares 307 $14K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 374 shares; 2023Q2: not loaded; 2023Q3: 403 shares; 2023Q4: 480 shares; 2024Q1: 158 shares; 2024Q2: 158 shares; 2024Q3: 158 shares 158 $14K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 627 shares; 2023Q2: not loaded; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 154 shares; 2024Q2: 144 shares; 2024Q3: 55 shares 55 $14K <0.01% -89 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $14K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 41 shares; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: 98 shares; 2024Q3: 98 shares 98 $14K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 380 shares; 2024Q3: 380 shares 380 $14K <0.01% 0 Timeline QFIN QFIN HOLDINGS INC More: the full row for QFIN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $14K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,485 shares; 2023Q2: not loaded; 2023Q3: 2,835 shares; 2023Q4: 2,399 shares; 2024Q1: 2,399 shares; 2024Q2: 687 shares; 2024Q3: 291 shares 291 $14K <0.01% -396 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,183 shares; 2023Q2: not loaded; 2023Q3: 1,183 shares; 2023Q4: 1,183 shares; 2024Q1: 1,183 shares; 2024Q2: 1,183 shares; 2024Q3: 1,183 shares 1,183 $14K <0.01% 0 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $14K <0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 785 shares; 2023Q2: not loaded; 2023Q3: 983 shares; 2023Q4: 835 shares; 2024Q1: 158 shares; 2024Q2: 220 shares; 2024Q3: 356 shares 356 $14K <0.01% +136 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,300 shares; 2023Q2: not loaded; 2023Q3: 1,300 shares; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares 1,300 $14K <0.01% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,567 shares; 2023Q2: not loaded; 2023Q3: 621 shares; 2023Q4: 625 shares; 2024Q1: 312 shares; 2024Q2: 314 shares; 2024Q3: 316 shares 316 $14K <0.01% +2 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 416 shares; 2023Q2: not loaded; 2023Q3: 379 shares; 2023Q4: 379 shares; 2024Q1: 353 shares; 2024Q2: 353 shares; 2024Q3: 353 shares 353 $14K <0.01% 0 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 96 shares; 2023Q2: not loaded; 2023Q3: 515 shares; 2023Q4: 515 shares; 2024Q1: 515 shares; 2024Q2: 618 shares; 2024Q3: 618 shares 618 $14K <0.01% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 241 shares; 2023Q4: 244 shares; 2024Q1: 246 shares; 2024Q2: 755 shares; 2024Q3: 764 shares 764 $14K <0.01% +9 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,311 shares; 2023Q2: not loaded; 2023Q3: 1,310 shares; 2023Q4: 146 shares; 2024Q1: 357 shares; 2024Q2: 357 shares; 2024Q3: 357 shares 357 $14K <0.01% 0 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,410 shares; 2023Q2: not loaded; 2023Q3: 599 shares; 2023Q4: 599 shares; 2024Q1: 599 shares; 2024Q2: 599 shares; 2024Q3: 599 shares 599 $14K <0.01% 0 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: not loaded; 2023Q3: 114 shares; 2023Q4: 114 shares; 2024Q1: 114 shares; 2024Q2: 306 shares; 2024Q3: 306 shares 306 $14K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 106 shares; 2023Q2: not loaded; 2023Q3: 106 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $13K <0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 245 shares; 2023Q2: not loaded; 2023Q3: 245 shares; 2023Q4: 245 shares; 2024Q1: 245 shares; 2024Q2: 245 shares; 2024Q3: 245 shares 245 $13K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 176 shares; 2023Q2: not loaded; 2023Q3: 176 shares; 2023Q4: 77 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares 43 $13K <0.01% 0 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 305 shares; 2023Q4: 305 shares; 2024Q1: 305 shares; 2024Q2: 305 shares; 2024Q3: 305 shares 305 $13K <0.01% 0 Timeline LITHIUM AMERICAS ARGENTINA C LITHIUM AMERICAS ARGENTINA C More: the full row for LITHIUM AMERICAS ARGENTINA C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 4,040 shares; 2024Q2: 3,990 shares; 2024Q3: 3,990 shares 3,990 $13K <0.01% 0 TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 245 shares; 2024Q1: 245 shares; 2024Q2: 545 shares; 2024Q3: 545 shares 545 $13K <0.01% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 186 shares; 2023Q2: not loaded; 2023Q3: 186 shares; 2023Q4: 186 shares; 2024Q1: 186 shares; 2024Q2: 186 shares; 2024Q3: 186 shares 186 $13K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8 shares; 2023Q2: not loaded; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 56 shares; 2024Q3: 56 shares 56 $12K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 247 shares; 2023Q2: not loaded; 2023Q3: 248 shares; 2023Q4: 248 shares; 2024Q1: 249 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $12K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 355 shares; 2023Q2: not loaded; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: 355 shares; 2024Q3: 355 shares 355 $12K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 101 shares; 2024Q2: 101 shares; 2024Q3: 102 shares 102 $12K <0.01% +1 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 209 shares; 2023Q2: not loaded; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 49 shares 49 $12K <0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $12K <0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 402 shares 402 $12K <0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,773 shares; 2023Q2: not loaded; 2023Q3: 340 shares; 2023Q4: 340 shares; 2024Q1: 340 shares; 2024Q2: 340 shares; 2024Q3: 340 shares 340 $12K <0.01% 0 Timeline INARI MED INC INARI MED INC More: the full row for INARI MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 298 shares; 2024Q2: 298 shares; 2024Q3: 298 shares 298 $12K <0.01% 0 SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: not loaded; 2023Q3: 203 shares; 2023Q4: 131 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 113 shares 113 $11K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 190 shares; 2023Q2: not loaded; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 190 shares; 2024Q3: 190 shares 190 $11K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 99 shares; 2024Q3: 99 shares 99 $11K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 149 shares; 2023Q2: not loaded; 2023Q3: 149 shares; 2023Q4: 149 shares; 2024Q1: 149 shares; 2024Q2: 149 shares; 2024Q3: 149 shares 149 $11K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,774 shares; 2023Q2: not loaded; 2023Q3: 1,009 shares; 2023Q4: 136 shares; 2024Q1: 137 shares; 2024Q2: 485 shares; 2024Q3: 1,086 shares 1,086 $11K <0.01% +601 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 169 shares; 2023Q2: not loaded; 2023Q3: 137 shares; 2023Q4: 107 shares; 2024Q1: 107 shares; 2024Q2: 107 shares; 2024Q3: 107 shares 107 $11K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 822 shares; 2023Q2: not loaded; 2023Q3: 839 shares; 2023Q4: 854 shares; 2024Q1: 861 shares; 2024Q2: 874 shares; 2024Q3: 890 shares 890 $11K <0.01% +16 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $11K <0.01% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,886 shares; 2023Q2: not loaded; 2023Q3: 2,906 shares; 2023Q4: 1,968 shares; 2024Q1: 1,101 shares; 2024Q2: 445 shares; 2024Q3: 451 shares 451 $11K <0.01% +6 MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16 shares; 2023Q2: not loaded; 2023Q3: 15 shares; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 66 shares; 2024Q3: 66 shares 66 $10K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 51 shares; 2023Q2: not loaded; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 59 shares 59 $10K <0.01% +28 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 142 shares; 2023Q2: not loaded; 2023Q3: 141 shares; 2023Q4: 141 shares; 2024Q1: 141 shares; 2024Q2: 141 shares; 2024Q3: 141 shares 141 $10K <0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: not loaded; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 119 shares 119 $10K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 134 shares; 2024Q3: 134 shares 134 $10K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 534 shares; 2023Q2: not loaded; 2023Q3: 544 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $10K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 93 shares; 2023Q2: not loaded; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares 93 $10K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 605 shares; 2023Q2: not loaded; 2023Q3: 616 shares; 2023Q4: 575 shares; 2024Q1: 625 shares; 2024Q2: 138 shares; 2024Q3: 138 shares 138 $10K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 335 shares; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: 89 shares; 2024Q3: 89 shares 89 $10K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 138 shares; 2023Q2: not loaded; 2023Q3: 138 shares; 2023Q4: 138 shares; 2024Q1: 188 shares; 2024Q2: 188 shares; 2024Q3: 188 shares 188 $10K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 803 shares; 2023Q2: not loaded; 2023Q3: 655 shares; 2023Q4: 580 shares; 2024Q1: 582 shares; 2024Q2: 557 shares; 2024Q3: 523 shares 523 $10K <0.01% -34 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: not loaded; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 45 shares; 2024Q3: 45 shares 45 $10K <0.01% 0 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,591 shares; 2023Q2: not loaded; 2023Q3: 1,693 shares; 2023Q4: 1,746 shares; 2024Q1: 1,793 shares; 2024Q2: 1,849 shares; 2024Q3: 1,908 shares 1,908 $10K <0.01% +59 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 554 shares; 2023Q2: not loaded; 2023Q3: 414 shares; 2023Q4: 418 shares; 2024Q1: 269 shares; 2024Q2: 83 shares; 2024Q3: 84 shares 84 $10K <0.01% +1 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 397 shares; 2023Q2: not loaded; 2023Q3: 421 shares; 2023Q4: 565 shares; 2024Q1: 565 shares; 2024Q2: 581 shares; 2024Q3: 144 shares 144 $10K <0.01% -437 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 102 shares 102 $10K <0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 222 shares; 2023Q2: not loaded; 2023Q3: 223 shares; 2023Q4: 224 shares; 2024Q1: 224 shares; 2024Q2: 225 shares; 2024Q3: 227 shares 227 $10K <0.01% +2 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 145 shares; 2023Q2: not loaded; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 145 shares 145 $10K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 275 shares; 2024Q3: 275 shares 275 $10K <0.01% 0 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: not loaded; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $10K <0.01% 0 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 210 shares; 2024Q3: 210 shares 210 $10K <0.01% 0 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 545 shares; 2024Q2: 545 shares; 2024Q3: 545 shares 545 $10K <0.01% 0 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 252 shares; 2023Q2: not loaded; 2023Q3: 256 shares; 2023Q4: 259 shares; 2024Q1: 261 shares; 2024Q2: 264 shares; 2024Q3: 267 shares 267 $10K <0.01% +3 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 162 shares; 2023Q2: not loaded; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 140 shares 140 $9K <0.01% +82 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 12 shares; 2023Q4: 115 shares; 2024Q1: 113 shares; 2024Q2: 49 shares; 2024Q3: 35 shares 35 $9K <0.01% -14 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $9K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,127 shares; 2023Q2: not loaded; 2023Q3: 811 shares; 2023Q4: 166 shares; 2024Q1: 167 shares; 2024Q2: 167 shares; 2024Q3: 167 shares 167 $9K <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 286 shares; 2024Q1: 286 shares; 2024Q2: 286 shares; 2024Q3: 286 shares 286 $9K <0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 51 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $9K <0.01% 0 Timeline SMHI SEACOR MARINE HLDGS INC More: the full row for SEACOR MARINE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,005 shares; 2023Q2: not loaded; 2023Q3: 1,005 shares; 2023Q4: 1,005 shares; 2024Q1: 1,005 shares; 2024Q2: 1,005 shares; 2024Q3: 1,005 shares 1,005 $9K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 103 shares; 2023Q2: not loaded; 2023Q3: 3 shares; 2023Q4: 68 shares; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares 110 $9K <0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 396 shares; 2023Q2: not loaded; 2023Q3: 396 shares; 2023Q4: 396 shares; 2024Q1: 396 shares; 2024Q2: 396 shares; 2024Q3: 396 shares 396 $9K <0.01% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $9K <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: not loaded; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $9K <0.01% 0 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,824 shares; 2024Q2: 900 shares; 2024Q3: 1,300 shares 1,300 $9K <0.01% +400 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 225 shares 225 $9K <0.01% new Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $9K <0.01% 0 FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 454 shares; 2024Q2: 458 shares; 2024Q3: 484 shares 484 $9K <0.01% +26 Timeline SGMT SAGIMET BIOSCIENCES INC More: the full row for SAGIMET BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 477 shares; 2024Q2: 954 shares; 2024Q3: 3,608 shares 3,608 $9K <0.01% +2,654 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 211 shares; 2023Q2: not loaded; 2023Q3: 211 shares; 2023Q4: 211 shares; 2024Q1: 211 shares; 2024Q2: 211 shares; 2024Q3: 211 shares 211 $9K <0.01% 0 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 610 shares 610 $9K <0.01% new Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 475 shares; 2024Q3: 1,337 shares 1,337 $9K <0.01% +862 Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 740 shares; 2023Q2: not loaded; 2023Q3: 740 shares; 2023Q4: 740 shares; 2024Q1: 740 shares; 2024Q2: 740 shares; 2024Q3: 740 shares 740 $9K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 745 shares; 2023Q2: not loaded; 2023Q3: 745 shares; 2023Q4: 745 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 200 shares 200 $8K <0.01% -500 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 2,438 shares; 2024Q1: 2,413 shares; 2024Q2: 6,128 shares; 2024Q3: 3,518 shares 3,518 $8K <0.01% -2,610 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 63 shares; 2024Q3: 63 shares 63 $8K <0.01% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,196 shares; 2023Q2: not loaded; 2023Q3: 1,718 shares; 2023Q4: 425 shares; 2024Q1: 425 shares; 2024Q2: 425 shares; 2024Q3: 425 shares 425 $8K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 87 shares 87 $8K <0.01% -63 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 219 shares; 2024Q3: 219 shares 219 $8K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 534 shares; 2023Q2: not loaded; 2023Q3: 552 shares; 2023Q4: 384 shares; 2024Q1: 244 shares; 2024Q2: 245 shares; 2024Q3: 102 shares 102 $8K <0.01% -143 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 44 shares; 2023Q2: not loaded; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares 45 $8K <0.01% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 90 shares; 2023Q2: not loaded; 2023Q3: 411 shares; 2023Q4: not reported; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $8K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 135 shares; 2023Q2: not loaded; 2023Q3: 137 shares; 2023Q4: 139 shares; 2024Q1: 140 shares; 2024Q2: 141 shares; 2024Q3: 142 shares 142 $8K <0.01% +1 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 325 shares; 2024Q2: 164 shares; 2024Q3: 164 shares 164 $8K <0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 2,242 shares; 2023Q4: 639 shares; 2024Q1: 375 shares; 2024Q2: 226 shares; 2024Q3: 160 shares 160 $8K <0.01% -66 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 224 shares; 2023Q2: not loaded; 2023Q3: 96 shares; 2023Q4: 98 shares; 2024Q1: 94 shares; 2024Q2: 94 shares; 2024Q3: 94 shares 94 $8K <0.01% 0 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 733 shares; 2023Q2: not loaded; 2023Q3: 733 shares; 2023Q4: 733 shares; 2024Q1: 733 shares; 2024Q2: 733 shares; 2024Q3: 733 shares 733 $8K <0.01% 0 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $8K <0.01% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80 shares; 2024Q3: 81 shares 81 $8K <0.01% +1 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,950 shares; 2023Q2: not loaded; 2023Q3: 2,523 shares; 2023Q4: 1,436 shares; 2024Q1: 1,423 shares; 2024Q2: 333 shares; 2024Q3: 336 shares 336 $8K <0.01% +3 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 328 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 102 shares; 2024Q3: 165 shares 165 $8K <0.01% +63 Timeline PXI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 293 shares; 2023Q2: not loaded; 2023Q3: 190 shares; 2023Q4: 191 shares; 2024Q1: 191 shares; 2024Q2: 192 shares; 2024Q3: 193 shares 193 $8K <0.01% +1 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 375 shares 375 $8K <0.01% 0 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 625 shares; 2023Q2: not loaded; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 625 shares 625 $8K <0.01% 0 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 312 shares; 2024Q1: 1,185 shares; 2024Q2: 597 shares; 2024Q3: 395 shares 395 $8K <0.01% -202 CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 27 shares; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 8 shares; 2024Q1: 9 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $7K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $7K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 69 shares; 2023Q2: not loaded; 2023Q3: 52 shares; 2023Q4: 43 shares; 2024Q1: 62 shares; 2024Q2: 59 shares; 2024Q3: 59 shares 59 $7K <0.01% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 196 shares; 2023Q2: not loaded; 2023Q3: 129 shares; 2023Q4: 129 shares; 2024Q1: 129 shares; 2024Q2: 93 shares; 2024Q3: 72 shares 72 $7K <0.01% -21 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 776 shares; 2023Q2: not loaded; 2023Q3: 674 shares; 2023Q4: 675 shares; 2024Q1: 675 shares; 2024Q2: 680 shares; 2024Q3: 682 shares 682 $7K <0.01% +2 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 374 shares 374 $7K <0.01% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $7K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16 shares; 2024Q3: 16 shares 16 $7K <0.01% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $7K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 205 shares; 2023Q2: not loaded; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 205 shares; 2024Q3: 205 shares 205 $7K <0.01% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $7K <0.01% 0 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $7K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,925 shares; 2023Q2: not loaded; 2023Q3: 207 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 156 shares; 2024Q3: 128 shares 128 $7K <0.01% -28 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $7K <0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 903 shares; 2023Q2: not loaded; 2023Q3: 921 shares; 2023Q4: 12,151 shares; 2024Q1: 469 shares; 2024Q2: 313 shares; 2024Q3: 259 shares 259 $7K <0.01% -54 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 67 shares; 2023Q2: not loaded; 2023Q3: 67 shares; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: 66 shares; 2024Q3: 66 shares 66 $7K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 255 shares; 2024Q1: 255 shares; 2024Q2: 255 shares; 2024Q3: 200 shares 200 $7K <0.01% -55 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 101 shares; 2023Q2: not loaded; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 101 shares; 2024Q2: 101 shares; 2024Q3: 101 shares 101 $7K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 102 shares; 2023Q2: not loaded; 2023Q3: 103 shares; 2023Q4: 104 shares; 2024Q1: 105 shares; 2024Q2: 106 shares; 2024Q3: 107 shares 107 $7K <0.01% +1 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5 shares; 2023Q2: not loaded; 2023Q3: 11 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $7K <0.01% 0 BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 314 shares; 2023Q2: not loaded; 2023Q3: 337 shares; 2023Q4: 314 shares; 2024Q1: 314 shares; 2024Q2: 314 shares; 2024Q3: 314 shares 314 $7K <0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares 200 $7K <0.01% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 332 shares; 2024Q3: 338 shares 338 $7K <0.01% +6 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: not loaded; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 95 shares; 2024Q3: 95 shares 95 $7K <0.01% 0 Timeline AUGMEDIX INC AUGMEDIX INC More: the full row for AUGMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,600 shares; 2023Q4: 1,600 shares; 2024Q1: 1,600 shares; 2024Q2: 3,200 shares; 2024Q3: 3,200 shares 3,200 $7K <0.01% 0 SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 574 shares; 2023Q2: not loaded; 2023Q3: 436 shares; 2023Q4: 234 shares; 2024Q1: 235 shares; 2024Q2: 102 shares; 2024Q3: 102 shares 102 $6K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 190 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 10 shares; 2024Q3: 40 shares 40 $6K <0.01% +30 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 117 shares; 2023Q2: not loaded; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares; 2024Q3: 77 shares 77 $6K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 68 shares 68 $6K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 506 shares; 2023Q2: not loaded; 2023Q3: 506 shares; 2023Q4: 507 shares; 2024Q1: 508 shares; 2024Q2: 466 shares; 2024Q3: 51 shares 51 $6K <0.01% -415 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 37 shares; 2023Q2: not loaded; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: not reported; 2024Q2: 31 shares; 2024Q3: 15 shares 15 $6K <0.01% -16 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 42 shares; 2023Q2: not loaded; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 71 shares 71 $6K <0.01% +29 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 259 shares; 2023Q2: not loaded; 2023Q3: 259 shares; 2023Q4: 58 shares; 2024Q1: 82 shares; 2024Q2: 76 shares; 2024Q3: 61 shares 61 $6K <0.01% -15 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 130 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 115 shares 115 $6K <0.01% +15 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $6K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: not loaded; 2023Q3: 56 shares; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: 81 shares; 2024Q3: 26 shares 26 $6K <0.01% -55 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares 300 $6K <0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 96 shares; 2024Q3: 96 shares 96 $6K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 477 shares; 2023Q2: not loaded; 2023Q3: 479 shares; 2023Q4: 479 shares; 2024Q1: 479 shares; 2024Q2: 562 shares; 2024Q3: 111 shares 111 $6K <0.01% -451 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 624 shares; 2024Q2: 1,024 shares; 2024Q3: 1,046 shares 1,046 $6K <0.01% +22 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $6K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 551 shares; 2023Q2: not loaded; 2023Q3: 551 shares; 2023Q4: 551 shares; 2024Q1: 551 shares; 2024Q2: 551 shares; 2024Q3: 551 shares 551 $6K <0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 276 shares; 2023Q2: not loaded; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: 279 shares; 2024Q3: 79 shares 79 $6K <0.01% -200 Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 275 shares; 2023Q2: not loaded; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares 275 $6K <0.01% 0 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 165 shares; 2024Q3: 165 shares 165 $6K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 44 shares; 2023Q2: not loaded; 2023Q3: 62 shares; 2023Q4: 66 shares; 2024Q1: 296 shares; 2024Q2: 296 shares; 2024Q3: 292 shares 292 $6K <0.01% -4 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 667 shares; 2023Q2: not loaded; 2023Q3: 667 shares; 2023Q4: 667 shares; 2024Q1: 667 shares; 2024Q2: 667 shares; 2024Q3: 667 shares 667 $6K <0.01% 0 Timeline SCS STEELCASE INC-CLASS A More: the full row for STEELCASE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not loaded; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $6K <0.01% 0 Timeline SID COMPANHIA SIDERURGICA NACION More: the full row for COMPANHIA SIDERURGICA NACION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,435 shares; 2023Q2: not loaded; 2023Q3: 1,611 shares; 2023Q4: 1,676 shares; 2024Q1: 1,676 shares; 2024Q2: 1,764 shares; 2024Q3: 2,823 shares 2,823 $6K <0.01% +1,059 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $6K <0.01% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 801 shares; 2023Q2: not loaded; 2023Q3: 819 shares; 2023Q4: 829 shares; 2024Q1: 859 shares; 2024Q2: 870 shares; 2024Q3: 367 shares 367 $6K <0.01% -503 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 115 shares; 2023Q2: not loaded; 2023Q3: 115 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $6K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: not loaded; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 46 shares 46 $5K <0.01% +3 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 152 shares 152 $5K <0.01% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: not loaded; 2023Q3: 121 shares; 2023Q4: 60 shares; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: 57 shares 57 $5K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 756 shares; 2023Q4: 493 shares; 2024Q1: 312 shares; 2024Q2: 324 shares; 2024Q3: 243 shares 243 $5K <0.01% -81 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: not loaded; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 119 shares 119 $5K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22 shares; 2024Q3: 22 shares 22 $5K <0.01% 0 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 64 shares 64 $5K <0.01% new Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 301 shares; 2023Q2: not loaded; 2023Q3: 301 shares; 2023Q4: 301 shares; 2024Q1: 301 shares; 2024Q2: 301 shares; 2024Q3: 301 shares 301 $5K <0.01% 0 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 72 shares; 2024Q3: 73 shares 73 $5K <0.01% +1 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 222 shares; 2023Q2: not loaded; 2023Q3: 158 shares; 2023Q4: 152 shares; 2024Q1: 123 shares; 2024Q2: 123 shares; 2024Q3: 123 shares 123 $5K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 277 shares; 2024Q2: 277 shares; 2024Q3: 277 shares 277 $5K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 706 shares; 2024Q2: 125 shares; 2024Q3: 100 shares 100 $5K <0.01% -25 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 26 shares; 2023Q2: not loaded; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares 28 $5K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 21 shares; 2024Q3: 21 shares 21 $5K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: not loaded; 2023Q3: 30 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares 300 $5K <0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 63 shares; 2024Q3: 63 shares 63 $5K <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 218 shares; 2023Q2: not loaded; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares 72 $5K <0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,867 shares; 2023Q2: not loaded; 2023Q3: 2,867 shares; 2023Q4: 2,867 shares; 2024Q1: 2,867 shares; 2024Q2: 583 shares; 2024Q3: 583 shares 583 $5K <0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,044 shares; 2023Q2: not loaded; 2023Q3: 2,737 shares; 2023Q4: 2,781 shares; 2024Q1: 2,854 shares; 2024Q2: 414 shares; 2024Q3: 400 shares 400 $5K <0.01% -14 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,269 shares; 2023Q2: not loaded; 2023Q3: 2,419 shares; 2023Q4: 2,459 shares; 2024Q1: 2,297 shares; 2024Q2: 1,324 shares; 2024Q3: 421 shares 421 $5K <0.01% -903 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 151 shares 151 $5K <0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 47 shares; 2023Q2: not loaded; 2023Q3: 270 shares; 2023Q4: 270 shares; 2024Q1: 270 shares; 2024Q2: 330 shares; 2024Q3: 300 shares 300 $5K <0.01% -30 Timeline APPLE INC APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $5K <0.01% 0 FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: not loaded; 2023Q3: 270 shares; 2023Q4: 270 shares; 2024Q1: 105 shares; 2024Q2: 85 shares; 2024Q3: 85 shares 85 $5K <0.01% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 168 shares; 2023Q2: not loaded; 2023Q3: 168 shares; 2023Q4: 168 shares; 2024Q1: 168 shares; 2024Q2: 168 shares; 2024Q3: 168 shares 168 $5K <0.01% 0 Timeline DSWL DESWELL INDS INC More: the full row for DESWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,038 shares; 2023Q2: not loaded; 2023Q3: 2,038 shares; 2023Q4: 2,038 shares; 2024Q1: 2,038 shares; 2024Q2: 2,038 shares; 2024Q3: 2,038 shares 2,038 $5K <0.01% 0 Timeline PIEDMONT LITHIUM INC PIEDMONT LITHIUM INC More: the full row for PIEDMONT LITHIUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,801 shares; 2023Q2: not loaded; 2023Q3: 1,977 shares; 2023Q4: 2,214 shares; 2024Q1: 2,053 shares; 2024Q2: 1,971 shares; 2024Q3: 662 shares 662 $5K <0.01% -1,309 VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,049 shares; 2023Q2: not loaded; 2023Q3: 3,232 shares; 2023Q4: 2,599 shares; 2024Q1: 554 shares; 2024Q2: 21 shares; 2024Q3: 21 shares 21 $4K <0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 617 shares; 2023Q2: not loaded; 2023Q3: 607 shares; 2023Q4: 607 shares; 2024Q1: 607 shares; 2024Q2: 607 shares; 2024Q3: 24 shares 24 $4K <0.01% -583 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 38 shares; 2023Q2: not loaded; 2023Q3: 38 shares; 2023Q4: 137 shares; 2024Q1: 137 shares; 2024Q2: 137 shares; 2024Q3: 137 shares 137 $4K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 290 shares; 2023Q2: not loaded; 2023Q3: 290 shares; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 65 shares; 2024Q3: 65 shares 65 $4K <0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares 14 $4K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,104 shares; 2023Q2: not loaded; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 61 shares; 2024Q3: 61 shares 61 $4K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $4K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 60 shares; 2024Q1: 90 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $4K <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares 55 $4K <0.01% 0 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 330 shares; 2023Q2: not loaded; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 330 shares; 2024Q2: 330 shares; 2024Q3: 165 shares 165 $4K <0.01% -165 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9 shares; 2023Q2: not loaded; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $4K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: not loaded; 2023Q3: 228 shares; 2023Q4: 228 shares; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 128 shares 128 $4K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 38 shares; 2023Q2: not loaded; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 38 shares 38 $4K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $4K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 455 shares; 2023Q2: not loaded; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 55 shares 55 $4K <0.01% +12 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 223 shares; 2023Q2: not loaded; 2023Q3: 231 shares; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: not reported; 2024Q3: 263 shares 263 $4K <0.01% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 198 shares; 2024Q2: 198 shares; 2024Q3: 198 shares 198 $4K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 216 shares; 2023Q2: not loaded; 2023Q3: 216 shares; 2023Q4: 216 shares; 2024Q1: 216 shares; 2024Q2: 111 shares; 2024Q3: 111 shares 111 $4K <0.01% 0 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 511 shares; 2023Q2: not loaded; 2023Q3: 511 shares; 2023Q4: 221 shares; 2024Q1: 503 shares; 2024Q2: 221 shares; 2024Q3: 221 shares 221 $4K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 146 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50 shares 50 $4K <0.01% new Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 112 shares 112 $4K <0.01% new Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $4K <0.01% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 185 shares; 2023Q2: not loaded; 2023Q3: 185 shares; 2023Q4: 185 shares; 2024Q1: 185 shares; 2024Q2: 139 shares; 2024Q3: 109 shares 109 $4K <0.01% -30 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 89 shares; 2023Q2: not loaded; 2023Q3: 89 shares; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: 89 shares; 2024Q3: 89 shares 89 $4K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 51 shares; 2023Q4: 484 shares; 2024Q1: 484 shares; 2024Q2: 804 shares; 2024Q3: 804 shares 804 $4K <0.01% 0 Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: not loaded; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $4K <0.01% 0 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 460 shares; 2023Q2: not loaded; 2023Q3: 465 shares; 2023Q4: 470 shares; 2024Q1: 470 shares; 2024Q2: 355 shares; 2024Q3: 357 shares 357 $4K <0.01% +2 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 133 shares; 2023Q2: not loaded; 2023Q3: 133 shares; 2023Q4: 133 shares; 2024Q1: 986 shares; 2024Q2: 133 shares; 2024Q3: 133 shares 133 $4K <0.01% 0 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $4K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 65 shares; 2023Q2: not loaded; 2023Q3: 45 shares; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $3K <0.01% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 207 shares; 2023Q4: 210 shares; 2024Q1: 212 shares; 2024Q2: 214 shares; 2024Q3: 217 shares 217 $3K <0.01% +3 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: not loaded; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $3K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 63 shares; 2023Q2: not loaded; 2023Q3: 49 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $3K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: not loaded; 2023Q3: 70 shares; 2023Q4: 76 shares; 2024Q1: 82 shares; 2024Q2: 46 shares; 2024Q3: 34 shares 34 $3K <0.01% -12 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: not loaded; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $3K <0.01% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $3K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: not loaded; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $3K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 591 shares; 2023Q2: not loaded; 2023Q3: 230 shares; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: 15 shares; 2024Q3: 16 shares 16 $3K <0.01% +1 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 498 shares; 2023Q2: not loaded; 2023Q3: 416 shares; 2023Q4: 349 shares; 2024Q1: 332 shares; 2024Q2: 218 shares; 2024Q3: 180 shares 180 $3K <0.01% -38 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 285 shares; 2024Q1: 296 shares; 2024Q2: 479 shares; 2024Q3: 172 shares 172 $3K <0.01% -307 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $3K <0.01% 0 Timeline IMCR IMMUNOCORE HLDGS PLC More: the full row for IMMUNOCORE HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $3K <0.01% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 590 shares; 2023Q2: not loaded; 2023Q3: 590 shares; 2023Q4: 590 shares; 2024Q1: 590 shares; 2024Q2: 590 shares; 2024Q3: 590 shares 590 $3K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares 26 $3K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 114 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 24 shares; 2024Q3: 24 shares 24 $3K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 214 shares; 2023Q2: not loaded; 2023Q3: 1 shares; 2023Q4: 3 shares; 2024Q1: 53 shares; 2024Q2: 52 shares; 2024Q3: 52 shares 52 $3K <0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 460 shares; 2024Q3: 460 shares 460 $3K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,120 shares; 2023Q2: not loaded; 2023Q3: 1,920 shares; 2023Q4: 720 shares; 2024Q1: 720 shares; 2024Q2: 550 shares; 2024Q3: 550 shares 550 $3K <0.01% 0 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 232 shares; 2024Q3: 232 shares 232 $3K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,550 shares; 2023Q4: 989 shares; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares 900 $3K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 58 shares; 2023Q2: not loaded; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 58 shares 58 $3K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: not loaded; 2023Q3: 104 shares; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 31 shares; 2024Q3: 31 shares 31 $3K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $3K <0.01% 0 Timeline